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Rebroadcast
CFO & Controller Critical Skills: Budgeting & Forecasting
- Online
- Event Code: PEDPCSC2-70953
- Fields of Study: CPE - Finance
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate ... More Info
Rebroadcast
Supporting Mental Wellness to Thrive in Work and Life
- Online
- Event Code: DPASPMW2-65542
- Fields of Study: CPE - Personal Development
In today’s fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You’ll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress. Whether ... More Info
Rebroadcast
Generative AI Strategy for Accountants
- Online
- Event Code: GWGAISA2-66953
- Fields of Study: CPE - Information Technology
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-259-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65881
- Fields of Study: CPE - Accounting
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67585
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63316
- Fields of Study: CPE - Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Coping With the Growth of Online Fraud
- Online
- Event Code: TAKECGF4-63297
- Fields of Study: CPE - Accounting
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is ... More Info
Rebroadcast
Ethics: 10 Crucial Qualities of High Character CPAs
- Online
- Event Code: EGBWCQH2-65654
- Fields of Study: CPE - Behavioral Ethics
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty ... More Info
Rebroadcast
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71227
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do
- Online
- Event Code: HFEM-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Law
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.
Rebroadcast
Surgent’s Making Sense of Essential OBBBA Provisions
- Online
- Event Code: ESO2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law ... More Info
Rebroadcast
Surgent’s Privacy and Security Training: Obligations of Confidentiality and Safekeeping
- Online
- Event Code: DTS2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for ... More Info
Rebroadcast
Finding Errors in Excel Spreadsheets
- Online
- Event Code: DPBSFEE2-64710
- Fields of Study: CPE - Auditing
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69399
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: BFT4-2026-01-WEBNR-259-01
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- Enrolled Agent
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Surgent’s Mastering Accounting for Income Taxes
- Online
- Event Code: AIT4-2026-01-WEBNR-259-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting, CPE - Auditing
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-66588
- Fields of Study: CPE - Auditing
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-65462
- Fields of Study: CPE - Auditing
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Surgent’s Lessons Learned From Recent Accounting Malpractice Actions
- Online
- Event Code: AMA2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Law, CPE - Regulatory Ethics
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of ... More Info
Rebroadcast
Surgent’s Section 529 Plans: A Comprehensive Guide
- Online
- Event Code: QTP2-2026-01-WEBNR-259-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course ... More Info
Rebroadcast
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71667
- Fields of Study: CPE - Business Management & Organization
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66640
- Fields of Study: CPE - Auditing
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73022
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
Schedule K-1: What is it & What do I do with it?
- Online
- Event Code: HIMHSKW2-67800
- Fields of Study: CPE - Taxes
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on ... More Info